Services and Approach

Touch Ahead understands the alternative asset environment.

Most CRM users are unhappy with their current solution. We know this because we listen. At the 2009 ACG (Association for Capital Growth) Intergrowth and ACG Growth conferences, we found that 76% of respondents were dissatisfied with their current CRM solution. Furthermore they told us the features they most wanted were “ease of use,” “schedule management,” and “ability to get a clear snapshot.”

Touch Ahead understands the alternative asset environment. That’s why we invented a different way to handle deal collaboration — one that is fast, easy to learn and delivers clear visibility of all interactions — the “personal Touches” — surrounding any deal.

For example, we understand that investment professionals don’t come to work to learn software — so we give them a clean, clear and simple interface they can start using within minutes. We know that each user has his or her own particular style — so we make it easy for them to change screen layouts and workflows on the fly. Most of all, we know they won’t wait — so we created a web-hosted application that feels like it’s running right on the desktop.

Setting up your software literally takes just minutes. The solution is ready to use as soon as you sign up. We provide tools that easily and quickly import and clean the data from your existing sources like Excel, ACT, Outlook, CSV and others. Data cleansing automatically removes duplicated entries of the same item, such as those caused by inconsistent spellings or punctuation. Once imported to EquityTouch^®, your data becomes vastly easier to manipulate and understand — so you recognize opportunities a lot faster.

Should you have questions, our business process experts are ready to help. They understand the issues surrounding deal collaboration — so you are talking to the experts.